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HWVAX vs VSIIX
HWVAX vs VSIIX Comparison
Open Charts HWVAX vs VSIIX
HWVAX vs VSIIX Comparison Chart in %
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HWVAX vs. VSIIX commentary
Jul 11, 2026
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is HWVAX is a Hold and VSIIX is a Hold.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 67.8B vs. HWVAX (904M). VSIIX pays higher dividends than HWVAX: VSIIX (1.78) vs HWVAX (0.61). HWVAX was incepted earlier than VSIIX: HWVAX (12 years) vs VSIIX (27 years). HWVAX (1.13) is less costly to investors than VSIIX (0.05). HWVAX is a more actively managed with annual turnover of: 60.00 vs. VSIIX (25.00). HWVAX has a lower initial minimum investment than VSIIX: HWVAX (2500) vs VSIIX (5000000). HWVAX annual gain was more profitable for investors over the last year : 22.15 vs. VSIIX (19.30). VSIIX return over 5 years is better than : 41.10 vs. HWVAX (11.49).
| HWVAX | VSIIX | HWVAX / VSIIX | |
| Total Expense Ratio | 1.06 | 0.05 | 2,120% |
| Annual Report Gross Expense Ratio | 1.13 | 0.05 | 2,260% |
| Fund Existence | 12 years | 27 years | - |
| Gain YTD | 17.963 | 13.067 | 137% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 904M | 67.8B | 1% |
| Annual Yield % from dividends | 0.61 | 1.78 | 34% |
| Returns for 1 year | 22.15 | 19.30 | 115% |
| Returns for 3 years | 23.47 | 46.12 | 51% |
| Returns for 5 years | 11.49 | 41.10 | 28% |
| Returns for 10 years | 68.46 | 132.81 | 52% |
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